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Microsoft Corp

MSFT
Exchange
Nasdaq
Industry
Services-Prepackaged Software
SEC CIK
0000789019

In the last 90 days, Microsoft Corp insiders filed 0 open-market purchases and 4 sales; 6,248 institutions reported holding it in 13F filings for Q2 2026, worth $2.05T in total; 16 superinvestors hold it, including Pershing Square and Coatue Management.

Q4 2023 vs. Q3 2023

How the institutions holding Microsoft Corp changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of MSFT: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders4,861935,216+448
Shares5.26B11.5M5.31B+57.2M (+1.1%)
Value$1.66T$3.66B$1.99T+$333.5B (+20.1%)

93 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (548)

Institutions that held Microsoft Corp at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 548 by value.

Institutions new to MSFT in Q4 2023
InstitutionSharesValue% of portfolio
TCI Fund Management LtdSuperinvestorTCI Fund Management10,638,165$4.00B11.12%
Degroof Petercam Asset Management2,299,713$864.8M11.37%
Pathstone Holdings, LLC1,866,041$846.3M4.59%
Kames Capital plc1,808,731$679.9M10.83%
Aware Super Pty Ltd as trustee of Aware Super908,221$439.2M6.03%
Groupama Asset Managment997,098$374.9M9.77%
Kodai Capital Management LP904,258$340.0M6.93%
Unisphere Establishment840,000$315.9M3.27%
Colony Group, LLC646,326$243.0M3.18%
Sapient Capital LLC627,686$236.0M6.09%
First Financial Bankshares Inc561,453$211.1M5.07%
SurgoCap Partners LP454,258$170.8M12.07%
Sanibel Captiva Trust Company, Inc.413,382$155.4M5.73%
APG Asset Management US Inc.353,378$132.9M0.81%
Capitolis Liquid Global Markets LLC268,000$100.8M4.14%
Candlestick Capital Management LP264,911$99.6M3.21%
Smith Group Asset Management, LLC244,464$91.9M5.35%
Mesirow Financial Investment Management, Inc.273,321$76.3M2.79%
HighPoint Advisor Group LLC171,218$72.4M5.19%
Generate Investment Management Ltd185,823$69.9M6.04%
FJ Investments, LLC173,453$65.2M3.10%
CapitalatWork S.A.168,321$63.3M2.29%
Delta Global Management LP155,502$58.5M8.98%
Avanda Investment Management Pte. Ltd.148,278$55.8M5.44%
Focus Financial Network Inc140,964$53.0M1.99%
Concurrent Investment Advisors, LLC132,561$49.8M2.36%
Rollins Financial Advisors, LLC119,941$45.1M9.42%
One Wealth Management Investment & Advisory Services, LLC119,586$45.0M20.06%
Monolith Management Ltd118,500$44.6M23.34%
Principal Securities, Inc.109,204$41.1M1.53%
Group One Trading, L.P.106,517$40.1M1.26%
Foster Dykema Cabot & Partners, LLC102,333$38.5M4.08%
Barlow Wealth Partners, Inc.95,859$36.0M5.12%
GLOBALT Investments LLC95,729$36.0M1.50%
Cullen Investment Group, Ltd.90,423$34.0M5.95%
Quantitative Investment Management, LLC86,804$32.6M1.88%
Fogel Capital Management, Inc.76,352$31.6M24.14%
Tritonpoint Wealth, LLC82,744$31.1M3.04%
AlTi Global, Inc.77,446$29.1M0.89%
Marex Group plc72,794$27.4M1.08%
Varenne Capital Partners72,150$27.1M11.58%
International Assets Investment Management, LLC68,068$25.6M3.25%
Rothschild Investment LLC67,366$25.3M2.12%
Mirabaud & Cie SA66,959$25.2M8.39%
Icon Wealth Advisors, LLC63,843$24.0M2.50%
Aragon Global Management, LP63,237$23.8M13.49%
Polar Asset Management Partners Inc.55,800$21.0M0.57%
HTLF Bank55,236$20.8M2.45%
PFC Capital Group, Inc.55,165$20.7M12.31%
Campbell Capital Management Inc54,592$20.5M9.61%
Polymer Capital Management (HK) LTD53,580$20.1M7.05%
Spectrum Wealth Counsel, LLC53,470$20.1M2.79%
Anomaly Capital Management, LP53,028$19.9M0.86%
Towarzystwo Funduszy Inwestycyjnych Pzu SA52,515$19.7M9.06%
Mirabaud Asset Management Ltd52,167$19.6M8.41%
Point72 Italy, S.r.l.51,739$19.5M11.30%
L1 Capital International Pty Ltd51,132$19.2M10.08%
Premier Path Wealth Partners, LLC50,890$19.1M4.23%
Embree Financial Group50,357$18.9M3.98%
GAMMA Investing LLC47,505$18.9M5.12%
Skyline Advisors, Inc.49,563$18.6M8.90%
Walden Wealth Partners LLC47,189$17.7M11.17%
Napean Trading & Investment Co (Singapore) PTE Ltd46,913$17.6M4.77%
Rockline Wealth Management, LLC46,208$17.4M7.22%
Whitford Management LLC46,088$17.3M6.81%
Arete Wealth Advisors, LLC45,493$17.1M1.30%
PBCay One RSC Ltd45,500$17.1M3.74%
Skopos Labs, Inc.43,500$16.4M7.80%
Trust Point Inc.43,262$16.3M1.35%
Cooper Investors Pty Ltd41,197$15.5M0.93%
Broadwater Capital Management LLC40,779$15.3M12.01%
FFG Partners, LLC39,932$15.0M8.01%
Tyche Wealth Partners LLC39,171$14.7M3.55%
a16z Perennial Management, L.P.39,012$14.7M2.48%
Owl Creek Asset Management, L.P.38,683$14.5M2.07%
Quotient Wealth Partners, LLC38,388$14.4M0.56%
Fox Hill Wealth Management38,050$14.3M10.98%
Hamilton Capital Partners Inc.37,546$14.1M2.83%
LM Advisors LLC36,909$14.1M2.83%
Stonebrook Private Inc.37,035$13.9M4.65%
Portfolio Design Labs, LLC36,819$13.8M5.24%
Leo Wealth, LLC33,585$13.1M1.36%
Greater Midwest Financial Group, LLC34,767$13.1M8.89%
Midland Wealth Advisors LLC34,664$13.0M0.89%
Sierra Summit Advisors LLC33,775$12.7M3.70%
MSA Advisors, LLC33,650$12.7M4.41%
National Philanthropic Trust32,361$12.2M0.32%
DLK Investment Management, LLC32,229$12.1M5.52%
Harbour Trust & Investment Management Co32,091$12.1M1.70%
Summa Corp.31,780$12.0M8.36%
Firetrail Investments Pty Ltd28,924$11.9M8.73%
Accent Capital Management, LLC31,031$11.7M9.21%
Lummis Asset Management, LP30,628$11.5M8.81%
Chiron Investment Management, LLC30,088$11.3M4.31%
Apollon Financial, LLC29,981$11.3M4.44%
Legacy Edge Advisors, LLC29,149$11.0M2.51%
MGB Wealth Management, LLC28,326$10.7M5.35%
Gold Investment Management Ltd.28,237$10.6M4.54%
Quadcap Wealth Management, LLC27,957$10.5M2.72%
Steward Partners Investment Solutions, LLC27,444$10.3M4.30%

Sold out (100)

Institutions that held Microsoft Corp at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of MSFT in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Echo Street Capital Management LLC3,353,312$1.06B
Viking Global Investors LPSuperinvestorViking Global Investors3,024,399$955.0M
Renaissance Technologies LLC1,155,782$364.9M
WT Asset Management Ltd335,251$105.9M
Honeycomb Asset Management LP248,600$78.5M
Kiwi Wealth Investments Limited Partnership150,934$47.7M
Simplex Trading, LLC147,215$46.5M
Gladius Capital Management LP142,665$45.0M
Fund Management at Engine No. 1 LLC132,588$41.9M
SPX Equities Gestao de Recursos Ltda131,210$41.4M
Walleye Capital LLC120,705$38.1M
Rollins Financial116,170$36.7M
Lombard Odier Asset Management (Europe) Ltd108,589$34.3M
Evoke Wealth, LLC100,621$31.8M
Charles-Lim Capital Ltd90,000$28.4M
Wolverine Asset Management LLC77,390$24.4M
Woodline Partners LP71,409$22.5M
Berkley W R Corp70,000$22.1M
Genus Capital Management Inc.68,479$21.6M
Team Hewins, LLC53,725$17.0M
Cooper Creek Partners Management LLC52,237$16.5M
MKP Capital Management, L.L.C.50,000$15.8M
Alphadyne Asset Management LP40,490$12.8M
Seven Eight Capital, LP37,260$11.8M
Maytus Capital Management, LLC36,500$11.5M
Consolidated Press International Holdings Ltd35,860$11.3M
Glenview Capital Management, LLC29,915$9.45M
Soros Capital Management LLC29,700$9.38M
Kettle Hill Capital Management, LLC28,750$9.08M
Truxt Investmentos Ltda.28,498$9.00M
Wilson Asset Management (International) Pty Ltd28,647$8.98M
Boussard & Gavaudan Investment Management LLP27,342$8.68M
Winton Group Ltd27,108$8.56M
HBK Investments L P23,832$7.52M
IMA Wealth, Inc.22,947$7.25M
Trellis Advisors, LLC22,445$7.09M
Twin Tree Management, LP22,394$7.07M
Capula Management Ltd19,551$6.17M
Forest Avenue Capital Management LP19,100$6.03M
Matthew 25 Management Corp19,000$6.00M
Absoluto Partners Gestao de Recursos Ltda17,640$5.57M
Sender Co & Partners, Inc.17,202$5.43M
TrimTabs Asset Management, LLC16,748$5.29M
Bessemer Securities LLC16,367$5.17M
Duality Advisers, LP15,278$4.82M
Strengthening Families & Communities, LLC13,972$4.41M
Vetamer Capital Management, L.P.13,594$4.29M
One River Asset Management, LLC13,333$4.18M
Kamunting Street Capital Management, L.P.12,460$3.93M
George Kaiser Family Foundation12,327$3.89M
Milestone Investment Advisors LLC12,216$3.86M
B&D White Capital Company, LLC11,396$3.60M
CFS Investment Advisory Services, LLC11,030$3.48M
Sowa Financial Group, Inc.10,397$3.28M
RWC Asset Management LLP10,197$3.22M
Readystate Asset Management LP9,110$2.88M
Campbell & CO Investment Adviser LLC8,586$2.71M
Force Hill Capital Management LP8,358$2.64M
XN LP7,782$2.46M
Syntal Capital Partners, LLC7,741$2.44M
XTX Topco Ltd7,607$2.40M
Marathon Trading Investment Management LLC7,553$2.38M
Rock Creek Group, LP6,804$2.15M
Oasis Management Co Ltd.6,500$2.05M
Magnetar Financial LLC6,177$1.95M
Lumina Fund Management LLC6,000$1.90M
Global Assets Advisory, LLC5,245$1.66M
RIA Advisory Group LLC5,171$1.63M
Anson Funds Management LP5,000$1.58M
CTC Alternative Strategies, Ltd.4,800$1.52M
EdgeRock Capital LLC4,679$1.48M
Corrado Advisors, LLC3,539$1.12M
Seaport Global Advisors, LLC3,412$1.08M
Maven Securities LTD3,370$1.06M
Dymon Asia Capital (Singapore) Pte. Ltd.3,235$1.02M
Valliance Asset Management Ltd3,200$1.01M
Dark Forest Capital Management LP3,165$999.3K
Eschler Asset Management LLP3,060$966.2K
Headlands Technologies LLC2,852$900.5K
Hunter Perkins Capital Management, LLC2,340$739.0K
Fox Run Management, L.L.C.2,070$653.6K
Longitude (Cayman) Ltd.2,000$631.5K
Cypress Financial Planning LLC1,925$607.8K
Crabel Capital Management, LLC1,312$414.0K
QCM Cayman, Ltd.1,182$373.2K
Retirement Investment Advisors, Inc.996$314.5K
Briaud Financial Planning, Inc981$309.0K
HN Saltoro Capital, LP856$270.3K
Schwab Charitable Fund849$268.1K
Investidor Profissional Gestao de Recursos Ltda.844$266.5K
Saba Capital Management, L.P.767$242.2K
Sandbar Asset Management LLP767$242.0K
Straight Path Wealth Management746$235.6K
Portland Hill Asset Management Ltd731$231.0K
Betterment LLC711$224.0K
Nebula Research & Development LLC651$205.6K
Authentikos Wealth Advisory, LLC275$86.8K
Thomas J. Herzfeld Advisors, Inc.127$40.1K
West Tower Group, LLC103$32.5K
Savior LLC50$15.8K

Not filed for Q4 2023 yet (93)

Institutions that held Microsoft Corp at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MSFT in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.4,566,099$1.44B
Pathstone Family Office, LLC1,462,153$583.1M
Virginia Retirement Systems Et Al1,543,800$487.5M
Colony Group LLC646,720$204.2M
Advisor Partners II, LLC373,258$117.9M
Bryn Mawr Trust Co292,800$92.5M
Mastrapasqua Asset Management Inc169,101$53.4M
Polaris Wealth Advisory Group, LLC117,599$37.1M
BTC Capital Management, Inc.106,008$33.5M
Ropes Wealth Advisors LLC103,673$32.7M
Payden & Rygel Investment Group100,130$31.6M
Foster Dykema Cabot & Co Inc98,782$31.2M
Cyrus J. Lawrence, LLC94,701$29.9M
Lowell Blake & Associates Inc.259,837$27.9M
Madison Wealth Management87,269$27.6M
Private Asset Management Inc72,679$22.9M
Front Barnett Associates LLC70,583$22.3M
Focus Financial Network, Inc.67,901$21.4M
Rothschild Investment Corp67,747$21.4M
Mark Stevens58,962$18.6M
Daniels&Tansey,LLP190,971$18.0M
Community Financial Services Group, LLC55,810$17.6M
Icon Wealth Partners, LLC53,018$16.7M
Comerica Securities,inc.50,818$16.0M
Genoa Capital Gestora de Recursos Ltda.49,456$15.6M
Armstrong Shaw Associates Inc36,960$11.7M
Bedel Financial Consulting Inc36,113$11.4M
Tiedemann Advisors, LLC34,082$10.8M
Wealth Advisors, Inc.31,378$9.91M
Tradewinds, LLC.27,918$8.82M
One01 Capital, LP26,167$8.26M
Prudent Investors Network24,875$7.85M
Innovis Asset Management LLC23,840$7.53M
Forefront Wealth Management Inc.21,796$6.88M
North Fourth Asset Management, LP20,000$6.32M
Hall Private Wealth Advisors19,743$6.23M
Sturgeon Ventures LLP19,338$6.11M
Gyroscope Capital Management Group, LLC19,153$6.05M
V Wealth Advisors LLC18,799$5.94M
Amica Retiree Medical Trust18,736$5.92M
Sweeney & Michel, LLC16,185$5.88M
Kenfarb & Co.16,845$5.32M
Capital Financial Planning, LLC16,413$5.18M
Bassett Hargrove Investment Counsel, LLC15,268$4.82M
Saber Capital Managment, LLC15,011$4.74M
KCS Wealth Advisory14,416$4.55M
Sutton Wealth Advisors Inc.14,251$4.50M
Old North State Trust, LLC14,226$4.49M
Key Bridge Compliance, LLC12,566$3.97M
MU Investments Co., Ltd.12,300$3.86M
Community Capital Management, Inc.11,350$3.58M
Windsor Group LTD11,268$3.56M
KLK Capital Management LLC11,120$3.51M
Intrepid Family Office LLC10,000$3.16M
Goodwin Daniel L9,696$3.06M
Precept Management LLC9,400$2.97M
Truadvice, LLC7,969$2.95M
Karani Asset Management LLC8,739$2.76M
Column Capital Advisors, LLC8,624$2.72M
KB Financial Partners, LLC8,602$2.72M
PRW Wealth Management LLC7,930$2.67M
Coury Firm Asset Management LLC8,158$2.58M
Corundum Trust Company, INC7,970$2.52M
Claybrook Capital, LLC7,335$2.32M
Scott Investment Partners LLP6,700$2.12M
Triad Financial Advisors, Inc.6,527$2.06M
Samjo Capital LLC6,250$1.97M
Golden Green, Inc.6,250$1.97M
Bishop Rock Capital, L.P.6,119$1.93M
QP Wealth Management, LLC5,598$1.77M
Lewis Capital Management, LLC5,347$1.69M
Newport Capital Group, LLC4,690$1.48M
Odey Asset Management LLP4,678$1.48M
Wealth Management Solutions, LLC4,292$1.36M
Briggs Advisory Group, Inc.4,031$1.27M
Steward Financial Group LLC3,837$1.21M
WFA of San Diego, LLC3,784$1.19M
Virginia National Bank3,709$1.17M
Must Asset Management Inc.3,191$996.0K
SBB Research Group LLC2,943$929.3K
Palladiem, LLC2,625$828.8K
Freedom Wealth Alliance, LLC2,475$781.4K
West Chester Capital Advisors, Inc1,669$527.0K
Cornerstone Retirement Group, Inc.1,305$412.1K
Johnson Midwest Financial, LLC1,216$383.9K
Leo H. Evart, Inc.1,117$352.8K
Avant Capital LLC1,050$331.5K
Goff John C1,040$328.4K
Milestone Advisory Partners1,033$326.2K
Syntax Advisors, LLC978$308.8K
Antonetti Capital Management LLC915$288.9K
J2 Capital Management Inc708$223.6K
Infini Capital Management Ltd175$55.3K